Belpointe Asset Management
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Belpointe Asset Management’s Atmos Energy ATO Stock Holding History

Belpointe Asset Management’s Portfolio ATO Stock Details ATO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-1,444
Closed -$249K – 1154
2026
Q2 		$249K Hold
1,444
– – 0.01% 966
2026
Q1 		$267K Hold
1,444
– – 0.01% 907
2025
Q4 		$242K Hold
1,444
– – 0.01% 894
2025
Q3 		$247K Hold
1,444
– – 0.01% 854
2025
Q2 		$223K Hold
1,444
– – 0.01% 847
2025
Q1 		$223K Buy
+1,444
New +$211K 0.01% 828
2024
Q4 		– Sell
-1,444
Closed -$200K – 859
2024
Q3 		$200K Buy
+1,444
New +$186K 0.01% 809
2023
Q3 		– Sell
-2,546
Closed -$296K – 655
2023
Q2 		$296K Sell
2,546
-455
-15% -$52.7K 0.03% 455
2023
Q1 		$337K Buy
3,001
+62
+2% +$7.05K 0.02% 701
2022
Q4 		$329K Buy
2,939
+192
+7% +$21.1K 0.02% 699
2022
Q3 		$279K Buy
2,747
+23
+0.8% +$2.64K 0.02% 710
2022
Q2 		$305K Buy
2,724
+124
+5% +$14.2K 0.02% 671
2022
Q1 		$312K Sell
2,600
-495
-16% -$54.1K 0.02% 709
2021
Q4 		$324K Sell
3,095
-400
-11% -$37.9K 0.02% 675
2021
Q3 		$308K Sell
3,495
-206
-6% -$19.9K 0.02% 670
2021
Q2 		$356K Sell
3,701
-300
-7% -$30.1K 0.03% 606
2021
Q1 		$395K Buy
4,001
+2,506
+168% +$228K 0.03% 503
2020
Q4 		$143K Hold
1,495
– – 0.01% 816
2020
Q3 		$143K Hold
1,495
– – 0.02% 658
2020
Q2 		$149K Buy
1,495
+51
+4% +$5.14K 0.02% 612
2020
Q1 		$143K Hold
1,444
– – 0.03% 512
2019
Q4 		$162K Buy
+1,444
New +$158K 0.02% 606

Other funds holding ATO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Belpointe Asset Management's ATO Position: Q3 2026 in Review

Belpointe Asset Management sold out of Atmos Energy (ATO) in Q3 2026, closing a stake of 1,444 shares — an estimated $249K sold.

Belpointe Asset Management first reported a position in ATO in Q4 2019 and held it in 22 quarters. The position peaked at $395K in Q1 2021. 588 funds tracked by Wall St. Rank hold ATO as of Q3 2026.

  • Belpointe Asset Management reported no remaining Atmos Energy position as of Q3 2026 after selling out during the quarter.
  • Belpointe Asset Management sold 1,444 Atmos Energy shares in Q3 2026, an estimated $249K.
  • Belpointe Asset Management first reported a position in Atmos Energy in Q4 2019 and held it in 22 quarters.
  • Belpointe Asset Management's Atmos Energy position peaked at $395K in Q1 2021.
  • 588 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.